Fee-Only Fiduciary Financial Advisor
Freshfield is a fee-only financial advisory firm located in Plano, Texas serving clients locally and across the country
Freshfield's principal is Dr. Andy Lawson, an economist and an expert in investments and finance
We provide financial planning, investment management and hourly portfolio consulting. Financial planning is provided to investment management clients at no additional charge
We are a fiduciary firm, which guarantees no conflict of interest
Meetings may be conducted in person or virtually
Dr. Lawson offers a complimentary initial consultation either in person or virtually
What a complimentary consultation looks like
During an initial consultation, Dr. Lawson will ask what financial services you are seeking; investment management, financial planning, portfolio consulting or other financial advice. He will inquire about your financial circumstances and goals and explain how he would address your needs. He will describe how frequently meetings are conducted, the duration of each meeting and the topics covered. He will explain the costs of providing financial services. He will also answer any questions you may have.
In-person vs virtual meetings
You can elect to attend meetings with Dr. Lawson in person or virtually. In-person meetings are held at the firm's offices at 1800 Preston Park Blvd, Suite 105, Plano, TX. Virtual meetings are conducted via Zoom. For a Zoom meeting, Dr. Lawson will e-mail you a link on which you click at the starting time of the meeting. You do not need to install any software on your device. You can book an in-person or virtual meeting on Dr. Lawson’s online calendar.
Booking meetings and secure document sharing
In-person and virtual meetings can be booked on Dr. Lawson's online calendar. Documents can be sent to Dr. Lawson via the firm’s secure web portal.
If you decide to become a client
Depending on the services you elect to receive, Dr. Lawson will ask you to provide him with documents such as investment account statements, Social Security statements and 1099 or W2 forms. He will ask you to complete a living-expense worksheet and ask about your life insurance policies and estate plans, if applicable. He will also inquire about your financial circumstances and goals. Documents may be submitted via a secure web portal. Dr. Lawson will construct a financial plan using information about your income, expenses and investment accounts and discuss the plan's recommendations with you in detail. He will build optimal investment portfolios for your investment accounts and provide instructions to optimize your 401K accounts, if applicable.
Going forward, Dr. Lawson will update your financial plan annually or when your financial circumstances change, whichever is sooner. He will review your investment accounts quarterly. In addition to receiving quarterly brokerage statements, you will receive easy-to-read customized quarterly investment performance summaries produced by Freshfield. Your investment accounts will be rebalanced periodically. Financial plans and investment portfolios are generally discussed with you annually. However, Dr. Lawson makes himself available to clients as often as they wish.